4 results found
-
Enter notes into workflow assist re invoice payment
The user would like to be able to send a note when emailing invoices to workflow assist so that the user who processes the invoices in workflow knows when to put invoices on hold, or pay invoices in a certain way.
6 votesHi Supporters
Thank you for your suggestion!
Your suggestion will now be shared with the File Smart Community for votes and comments.
-
Warning email from Workflow Assist if it can't access inbox
The workflow assist component should send an email to the administrator if it is not able to access the inbox and process the invoices. That way we know when the invoice is not being paid and we can fix the problem before it is too late and we have to pay late fees.
5 votesHi Supporters
Thank you for your suggestion!
Your suggestion will now be shared with the File Smart Community for votes and comments.
-
Recent Activity
On the left hand side column under the tabs, it would be good to have a "recent activity" category where the recent properties, owner or tenants you have been working on. There is a list of about 10 recent links you have been in, Its like a quick link where it takes you back to that property or owner etc. That way you don't have to keep typing in the address every time you go out of it.
1 vote -
Add in an option for owner and tenant portals on workflow assist
With the processing of emails and invoices via workflow assist, can we get an option to add the invoices to the owner and/or tenant portals in the workflow routing rules so that option may automatically be set.
1 voteHi Supporters
Thank you for your suggestion!
Your suggestion will now be shared with the File Smart Community for votes and comments.
- Don't see your idea?